Report
Andrew Keeley ...
  • Andrey Kuznetsov
  • Andrey Gromadin
  • Anna Kotelnikova
  • Anton Stroutchenevski
  • Artem Vinogradov
  • Cole Akeson
  • Fedor Kornachev
  • Ilyas Yerzhanov
  • Kirill Rogachev
  • Research Team
  • Rodion Lomivorotov

CIS Market Daily - 1 октября 2020

КОММЕНТАРИЙ И ПРОГНОЗ - ОБСУЖДЕНИЕ РОССИЙСКОГО ВОПРОСА В США И ЕС, ВСТРЕЧА ВИЦЕ-ПРЕМЬЕРА РФ С ПРЕДСТАВИТЕЛЯМИ МЕТАЛЛУРГИЧЕСКИХ КОМПАНИЙ, ИНДЕКСЫ PMIИндекс РТС повысился на 2,0% до 1 179 пунктов, благодаря чему Россия оказалась среди лидеров. Динамика глобальных рынков в целом была позитивной (MSCI EM вырос на 1,2%). Резкий разворот рубля оказал поддержку российским акциям. Утренние индикаторы неоднозначны. Сегодня в центре внимания саммит лидеров ЕС и очередные комментарии американских конгрессменов в отношении России. Кроме того, представители российской металлургической отрасли обсудят перспективы сектора на встрече с первым вице-премьером. Глобальные рынки ждут публикации индексов PMI в ряде стран.
НОВОСТИ> Дума опубликовала проект федерального бюджета РФ на 2021-2023 годы> В августе выпуск в базовых отраслях РФ сократился на 5,2%> За прошедшую неделю цены в РФ не изменились> Госкомпании будут начислять дивиденды по скорректированной чистой прибыли> Презентация стратегии Интер РАО: когда отсутствие новостей - это плохая новость> Группа "Эталон" объявила результаты за 1П20 по МСФО
Underlyings
Etalon Group (GDR)

Etalon Group is a real estate development and construction company. Co.'s principal activity is residential development in Saint-Petersburg metropolitan area and Moscow metropolitan area, the Russian Federation. Co. has three reportable segments: Residential Development, which includes construction of residential real estate including flats, built-in premises and parking places; Constructions Services, which includes construction services for third parties and for internal purpose; and Other Operations, which include selling of construction materials, construction of stand-alone premises for commercial use and various services related to sale and servicing of premises.

Gazprom (GDR)

Gazprom PJSC

PJSC Gazprom is a gas company based in Russia. Co.'s principal activity is the sale of gas. Co. is also involved in other types of activities which include leasing of assets, gas transportation and storage services, sale of gas condensate and refined products. Co. and its subsidiaries and associates operates gas pipelines systems in Russia. Co. is responsible for substantially all gas production and high pressure gas transportation in the Russian Federation. Co. is also a major exporter of gas to European countries. Co. is directly involved in exploration and drilling for hydrocarbons, production of gas and other hydrocarbons and domestic and export sale of gas and other hydrocarbons.

Inter RAO UES PJSC

Inter RAO UES PJSC is a functioning operator of electricity exports and imports in the territory of Russia. Co. represents the interests of two Russian power sector participants: RAO UES of Russia and Rosenergoatom concern, which possess 60 and 40% of the shares respectively. Co. is engaged in arranging transboundary electricity supplies, to provide both domestic and foreign consumers with electric power. Co. is also engaged in pursuing effective investment activities. Co. is developing several areas of activity, including: electric power export and import supplies; electricity sales in home and foreign markets; investment activities; and foreign asset management.

Rosneft Oil Co.

OJSC OC Rosneft is a vertically-integrated Russian oil and gas company with upstream and downstream operations in each of Russia's oil-producing regions. Headquartered in Moscow, Co. operates ten oil and gas producing enterprises across Russia and is involved in over ten exploration projects. In addition to its upstream operations, Co. also owns two refineries, which have a combined capacity of 10 million tons per year, as well as four main oil export terminals and a nationwide network of over 600 service stations. Co.'s downstream operations consist of its crude oil export structure, refining operations and nationwide network of marketing subsidiaries.

Rosneft Oil Co. Sponsored GDR RegS

Transneft PJSC Pref.

Transneft is an oil pipeline group based in the Russian Federation. Co. and its subsidiaries operate a crude oil pipeline system totalling 50,142 km. Co. transport millions of tons of crude oil to domestic and export markets. Co. produces a substantial majority of the crude oil in the territory of the Russian Federation. In addition, Co., through Group Transnefteproduct operates an oil products pipeline system in the Russian Federation and in the Republics of Belarus and Ukraine totalling 18,746 km. Through its associate OOO LatRosTrans, Co. operates an interconnected system in the Latvian Republic.

Provider
Sberbank
Sberbank

​Sberbank CIB Investment Research is a research firm offering equity, fixed income, economics, and strategy research. It covers analysis on all aspects of Russia’s capital markets, issues and industries. The firm analyzes trends in Russia and combines local knowledge with a global perspective. It processes macroeconomic data, market and company-specific news, stock quotes and other information for providing research reports. The firm provides details and latest prices on the most traded names and most traded paper on all segments Russian market. In strategy research, it provides thematic research, tips and descriptions of the methodology used to evaluate companies.

Analysts
Andrew Keeley

Andrey Kuznetsov

Andrey Gromadin

Anna Kotelnikova

Anton Stroutchenevski

Artem Vinogradov

Cole Akeson

Fedor Kornachev

Ilyas Yerzhanov

Kirill Rogachev

Research Team

Rodion Lomivorotov

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